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iShares Russell 1000 Growth ETF

663 hedge funds and large institutions have $18.5B invested in iShares Russell 1000 Growth ETF in 2016 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 194 increasing their positions, 283 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 44

7% more call options, than puts

Call options by funds: $12.7M | Put options by funds: $11.9M

0.16% more ownership

Funds ownership: 251.84%252% (+0.16%)

0% more funds holding

Funds holding: 662663 (+1)

1% less capital invested

Capital invested by funds: $18.7B → $18.5B (-$241M)

6% less funds holding in top 10

Funds holding in top 10: 126119 (-7)

31% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 283

Holders
663
Holders Change
+1
Holders Change %
+0.15%
% of All Funds
17.69%
Holding in Top 10
119
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-5.56%
% of All Funds
3.18%
New
52
Increased
194
Reduced
283
Closed
44
Calls
$12.7M
Puts
$11.9M
Net Calls
+$797K
Net Calls Change
-$4.69M
Name Holding Trade Value Shares
Change
Change in
Stake
WF
401
Welch & Forbes
Massachusetts
$908K -$4.99K -200 -0.5%
CS
402
Cannell & Spears
New York
$887K
EWA
403
EP Wealth Advisors
California
$861K -$140K -5,600 -14%
BHB
404
Bank Hapoalim BM
Israel
$856K +$25.6K +1,024 +3%
CC
405
Courier Capital
New York
$846K +$44.9K +1,800 +6%
NAM
406
NTV Asset Management
West Virginia
$841K -$22.5K -900 -3%
KCM
407
Kanawha Capital Management
Virginia
$834K -$2.5K -100 -0.3%
Wolverine Trading
408
Wolverine Trading
Illinois
$822K +$827K +33,140 New
MPAM
409
Murphy Pohlad Asset Management
Minnesota
$817K
PGFC
410
Peapack-Gladstone Financial Corp
New Jersey
$814K -$68.1K -2,728 -8%
JWBC
411
J.W. Burns & Co
New York
$814K +$2K +80 +0.2%
CM
412
Cornerstone Management
Georgia
$806K -$338K -13,520 -30%
GG
413
Gofen & Glossberg
Illinois
$803K -$27.4K -1,096 -3%
SBSB
414
Sullivan, Bruyette, Speros & Blaney
Virginia
$801K +$797K +31,920 New
CFG
415
Citizens Financial Group
Rhode Island
$785K +$25.8K +1,032 +3%
SSB
416
Sandy Spring Bank
Maryland
$781K +$11.5K +460 +2%
CTA
417
Chesley Taft & Associates
Illinois
$770K +$15.5K +620 +2%
RW
418
Rand Wealth
Maryland
$769K +$999 +40 +0.1%
ACS
419
Archford Capital Strategies
Illinois
$768K -$53K -2,124 -6%
DRS
420
Deane Retirement Strategies
Louisiana
$765K -$152K -6,076 -17%
WA
421
WFG Advisors
Texas
$757K -$10.4K -416 -1%
FANJ
422
Financial Architects (New Jersey)
New Jersey
$756K
UBS AM
423
UBS AM
Illinois
$750K -$338K -13,548 -31%
VCM
424
Vigilant Capital Management
Maine
$750K +$747K +29,908 New
VanEck Associates
425
VanEck Associates
New York
$749K +$746K +29,860 New

IWF Hedge Fund Activity: Q2 2016 in Review

663 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q2 2016, worth a combined $18.5B — down 1.3% from $18.7B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new IWF positions and 44 closed out — a net gain of 8 holders — while 194 added to existing stakes and 283 trimmed.

The largest buyer was BlackRock Institutional Trust, adding an estimated $105M. The largest seller was LPL Financial, cutting an estimated $259M.

  • 663 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q2 2016, up from 662 in Q1 2016.
  • Funds reported $18.5B of iShares Russell 1000 Growth ETF stock for Q2 2016, down 1.3% quarter-over-quarter.
  • 52 funds opened new iShares Russell 1000 Growth ETF positions in Q2 2016 and 44 closed out, a net change of +8 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q2 2016 was BlackRock Institutional Trust, an estimated $105M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q2 2016 was LPL Financial, an estimated $259M sold.

Based on aggregated 13F filings for Q2 2016.